← All themes Semiconductors

Advanced Packaging

Advanced packaging stacks and connects finished dies into a single high-performance part, which has become the main way to add capability now that shrinking transistors is slowing. It is the step where accelerators and memory are joined together.

10 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
26
Northern Trust
Northern Trust
Illinois
$1.17B +$12.9M 7 0.17% Increased
27
GQG Partners
GQG Partners
Florida
$1.15B -$173M 1 1.83% Reduced
28
PineStone Asset Management
PineStone Asset Management
Quebec, Canada
$1.13B +$417M 1 8.5% Increased
29
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$1.07B -$55.7M 2 1.09% Reduced
30
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.02B +$7.75M 7 0.25% Increased
31
Alkeon Capital Management
Alkeon Capital Management
New York
$1.02B -$3.3K 1 2.13% Reduced
32
American Century Companies
American Century Companies
Missouri
$963M -$34.7M 6 0.59% Reduced
33
Harding Loevner
Harding Loevner
New Jersey
$955M -$64.3M 1 7.31% Reduced
34
First Eagle Investment Management
First Eagle Investment Management
New York
$950M -$1.69M 4 1.98% Reduced
35
Lazard Asset Management
Lazard Asset Management
New York
$937M +$15.4M 5 1.44% Increased
36
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$918M -$391M 8 0.19% Reduced
37
Ameriprise
Ameriprise
Minnesota
$912M -$69.9M 6 0.25% Reduced
38
Wells Fargo
Wells Fargo
California
$907M +$311M 7 0.21% Increased
39
Barclays
Barclays
United Kingdom
$887M -$14.3M 7 0.25% Reduced
40
Wellington Management Group
Wellington Management Group
Massachusetts
$884M +$93.3M 6 0.17% Increased
41
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$855M -$7.87M 1 3.12% Reduced
42
Jane Street
Jane Street
New York
$851M -$57.4M 7 0.21% Reduced
43
Viking Global Investors
Viking Global Investors
Connecticut
$812M +$155M 1 2.58% Increased
44
Russell Investments Group
Russell Investments Group
United Kingdom
$792M -$13.4M 7 1.09% Reduced
45
Brown Advisory
Brown Advisory
Maryland
$775M -$16.5M 2 1.11% Reduced
46
Invesco
Invesco
Georgia
$771M -$157M 7 0.15% Reduced
47
Tiger Global Management
Tiger Global Management
New York
$704M +$118M 1 2.65% Increased
48
ClearBridge Investments
ClearBridge Investments
New York
$691M -$24.8M 2 0.6% Reduced
49
Envestnet Asset Management
Envestnet Asset Management
Illinois
$668M -$10.1M 9 0.22% Reduced
50
Macquarie Group
Macquarie Group
Australia
$661M +$104M 4 0.82% Increased